3.5 KiB
3.5 KiB
Financial
LPL
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-MISC
- 5498
Fidelity
- 1099-DIV #tricia
- 1099-B #tricia
- 1099-MISC #tricia
- 1099-INT #tricia
- 1099-INT #jeff
- 1099-R (disbursement, if applicable) #tricia
- 1099-R (disbursement, if applicable) #jeff
Bank of America
- 1099-INT #tricia (usually not applicable)
DCU
- 1099-INT #jeff
Chase
- 1099-INT #jeff
- 1099-INT #tricia
Capital One
- 1099-INT #jeff
- 1099-INT #tricia
Citizen’s Bank
[ ] Inco
Real Estate
6 Sutherland
- 1098 Mortgage Interest Forms
- 1099-INT (if applicable)
- Rent received (2200*12 = $26400)
- Condo fees (619.27*12 = $7431.24)
- Condo expenses
- Landlord insurance
228 Willow
- 1098 Mortgage Interest Forms
- 1099-INT (if applicable)
17 Francesca
- 1098 Mortgage Interest Forms
- 1099-INT (if applicable)
Work
Health Insurance
- 1095-B
- 1095-C
- 1099-HC #jeff
- 1099-HC #tricia
- HubSpot
- Postman
Salesloft
- W-2 #jeff
HubSpot
- W-2 #tricia
- 3922 (stock transfer) #tricia
Postman
- W-2 #tricia
Childcare
Panda Daycare
- Callie tuition (7*2372)+(2516*4)+2,960 = $29,628
Misc
- 1099-G Previous Refund Statement (if applicable)
- Charitable contributions
- Email tax tag
Evernote Migration
- 5498 ROTH IRA [https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList](https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList)
- 5498 IRA [https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList](https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList)
- 1099-DIV, 1099-INT, 1099-B, 1099-MISC Fidelity Tax Forms [https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList](https://statements.fidelity.com/ftgw/fbc/ofstatements/getTaxFormsList)
- 1099-DIV, 1099-INT, 1099-B, 1099-MISC LPL
- 1098 Mortgage Interest Forms Willow
- 1098 Mortgage Interest Forms Sutherland
- 1099-INT from mortgage (if applicable)
- 1099-INT from DCU
- 1099-INT from tricia's banks (BofA)
- 1099-INT from tricia's banks (Capital One)
- W-2 jeff
- W-2 tricia
- 3922 tricia (stock transfer)
- 1095-B Health Coverage
- 1095-C Health Coverage
- 1099-HC jeff
- 1099-HC tricia
- 1099-R jeff ([fidelity] disbursement, if applicable)
- 1099-R tricia ([fidelity] disbursement, if applicable)
- 1099-G Previous Refund Statement (if applicable)
- Rent received 6 Sutherland **2200*12 = $26400**
- Condo fees 6 Sutherland **619.27*12 = $7431.24**
- Condo expenses
- 6 Sutherland landlord insurance **((845/12)*8)+((908/12)*4) = $866**
- Charitable contributions
- Email tax tag
- Panda Childcare **(7*2372)+(2516*4)+2,960 = $29,628**
Deprecated
- Red Sox ticket donations
- T pass (pass only!) **90*12**
- Electric summary Willow
- Gas summary Willow
- Oil summary Willow
- TV/Internet summary Willow
- 228 Willow water utility
- 228 Willow Master insurance
- 6 Sutherland Homeowners insurance
- Gym reimbursement form
- Work deductions and expenses
- GitHub private server — is this valid anymore? if so, 7 * 12
- Utilities summary (power, cable) 6 Sutherland
2016 Recharacterization number: W109847-17MAR16